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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	LPL Financial San Diego, California	$118M	+$9.99M	21	0.18%	Increased
252	Rockefeller Capital Management New York	$118M	+$9.46M	21	1.1%	Increased
253	River Road Asset Management Louisville, Kentucky	$116M	-$84.2M	3	1.9%	Reduced
254	Burgundy Asset Management Toronto, Ontario, Canada	$116M	-$3.75M	1	1.32%	Reduced
255	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$115M	-$11.7M	4	8.01%	Reduced
256	EC Eminence Capital New York	$115M	-$95.8M	1	1.12%	Reduced
257	Frontier Capital Management Boston, Massachusetts	$114M	-$27M	4	1%	Reduced
258	Treasurer of the State of North Carolina Raleigh, North Carolina	$114M	+$178K	11	0.86%	Increased
259	Balyasny Asset Management Chicago, Illinois	$112M	+$33.5M	11	0.82%	Increased
260	PS Presima Securities Montreal, Quebec, Canada	$112M	-$3.11M	2	18.59%	Reduced
261	Douglas Lane & Associates New York	$109M	-$5.13M	3	2.16%	Reduced
262	CBT Capital Bank & Trust Irvine, California	$109M	+$1.79M	3	1.47%	Increased
263	Martingale Asset Management Boston, Massachusetts	$107M	+$11M	8	1.28%	Increased
264	Conestoga Capital Advisors Wayne, Pennsylvania	$105M	+$3.53M	1	2.12%	Increased
265	Two Sigma Investments New York	$105M	+$53.9M	13	0.37%	Increased
266	Man Group London, United Kingdom	$105M	+$28.9M	16	0.41%	Increased
267	VanEck Associates New York	$104M	-$15M	12	0.33%	Reduced
268	Silvercrest Asset Management New York	$103M	+$3.15M	5	0.89%	Increased
269	Trian Fund Management New York	$103M	-$123M	1	1.7%	Reduced
270	EIP Easterly Investment Partners Beverly, Massachusetts	$102M	-$9.43M	2	4.06%	Reduced
271	NHAS Novo Holdings A/S Hellerup, Denmark	$102M	$0	1	5.04%	Maintained
272	Capital Advisors Inc Tulsa, Oklahoma	$100M	+$322K	3	4.06%	Increased
273	Handelsbanken Fonder Stockholm, Sweden	$99.8M	+$6.39M	17	0.73%	Increased
274	Janney Montgomery Scott Philadelphia, Pennsylvania	$99M	+$2.02M	16	0.56%	Increased
275	Holocene Advisors New York	$98.9M	+$89.7M	6	0.75%	Increased